Intelligent Financial Strategies’s Procter & Gamble PG Stock Holding History

Intelligent Financial Strategies’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144	Sell	1 -100	-99%	-$15.2K	﹤0.01%	62
2025 Q4	$14.5K	Hold	101	–	–	0.01%	68
2025 Q3	$15.5K	Sell	101 -365	-78%	-$57K	0.01%	69
2025 Q2	$74.2K	Hold	466	–	–	0.04%	50
2025 Q1	$79.4K	Hold	466	–	–	0.04%	48
2024 Q4	$78.1K	Hold	466	–	–	0.04%	48
2024 Q3	$80.7K	Hold	466	–	–	0.04%	48
2024 Q2	$76.9K	Hold	466	–	–	0.05%	49
2024 Q1	$75.6K	Hold	466	–	–	0.05%	49
2023 Q4	$68.3K	Sell	466 -273	-37%	-$40.4K	0.05%	50
2023 Q3	$108K	Hold	739	–	–	0.08%	43
2023 Q2	$112K	Hold	739	–	–	0.08%	45
2023 Q1	$110K	Hold	739	–	–	0.09%	46
2022 Q4	$112K	Buy	739 +1	+0.1%	+$140	0.09%	50
2022 Q3	$93K	Hold	738	–	–	0.1%	53
2022 Q2	$106K	Sell	738 -296	-29%	-$44.5K	0.11%	51
2022 Q1	$158K	Sell	1,034 -31	-3%	-$4.85K	0.15%	48
2021 Q4	$174K	Buy	+1,065	New	+$158K	0.16%	51

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intelligent Financial Strategies's PG Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its Procter & Gamble (PG) stake by 99% in Q1 2026, selling an estimated $15.2K and leaving 1 share worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #62.

Intelligent Financial Strategies first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $174K in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Intelligent Financial Strategies held 1 share of Procter & Gamble worth $144 as of Q1 2026.
Intelligent Financial Strategies sold 100 Procter & Gamble shares in Q1 2026, an estimated $15.2K.
Procter & Gamble made up ﹤0.01% of Intelligent Financial Strategies's portfolio in Q1 2026, its #62 holding.
Intelligent Financial Strategies first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
Intelligent Financial Strategies's Procter & Gamble position peaked at $174K in Q4 2021.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.